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Energy Transfer Equity shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $224k 16k 14.03
2023-06-30 $203k 16k 12.70
2019-12-31 $80k 6.2k 12.84

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares MSCI USA Equal Weight Msci Equal Weite (EUSA)
Apple (AAPL)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Gilead Sciences (GILD)
Merck & Co (MRK)
Ross Stores (ROST)
Vanguard High Dividend ETF High Div Yld (VYM)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Huntington Ingalls Inds (HII)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Mirae Asset Global Investments
Chickasaw Capital Management

View all funds holding Energy Transfer Equity